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1 year 3 weeks ago #182 by Jaroslaw Bucholc (canadareic)
Hello

I have few questions about configuring jfportal and goals and actionsets ( pls notice we had Done4You Jumpstart Package )

1) I would like to ask you what would be the best way to ensure following ( forgive if I can assume some)

Client paying recurring membership package has failed with payment ( tag applied JoomFuse Suspended)

We received payment by etranfer and finalized the payment Manually and status of the member did not change

Did I miss any steps to follow to make sure tags
Member Payment Made
JoomFuse Payments up to date
are applied ( are there actionsets defined? )

I don't see anyone who is up to date with payments has the tag
JoomFuse Payments up to date

what is your suggestion to troubleshoot it?
Am I missing steps?

Finally, we want to start using this application.

Thank you
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1 year 3 weeks ago #184 by Dom Cassone (dcassone)
I think that the problem is a lack of understanding in how the system works.

First of all, manually doing payments cannot trigger anything. This is how Infusionsoft works. Nothing is triggered.

Next, all the action set or API goals you are referring to in the JF Portal configuration are triggered when events happen WITHIN the website via JF Portal only. So, if the payments were made in the Pay Invoices (or whatever you called it) page then the appropriate API goal is met. Not whenever a payment is made anywhere. That is impossible to do. JF Portal gives the members the ability to manage their own payments, credit cards, and subscriptions from within the website.

IF that payment had been made from the website, then the proper API Goal would have been met and the proper campaign would have been triggered, in that campaign, the suspended tag would have been removed and JoomFuse would have been called to reinstate his access. Making a payment outside of that will not cause JoomFuse to do anything and in many cases will not cause Infusionsoft to do anything.

Hope that helps,
Dom

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1 year 3 weeks ago #185 by Jaroslaw Bucholc (canadareic)
Thank you
and I'm asking to minimize this luck of understanding.

What are the steps then when client instead of paying by cc client sends us the etransfer, cheque?

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1 year 3 weeks ago #186 by Dom Cassone (dcassone)
You will have to create another way to trigger the campaign that would normally process the payment on the website.

You could modify the campaign to also have a tag goal at the same entry point as the API goal, but you will also have to remove that tag so you can use it again. Then when a manual payment is made, you can manually set the tag and the campaign would run.

Dom

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